(909) 971-1000 info@khopatel.com

Financial Services

Providing a sense of security for clients in an industry characterized by risk and uncertainty, regulatory pressures, and intense competition is a daunting task. Financial services institutions search for ways to stimulate growth, increase profitability, and enhance shareholder value while investing in the most fundamental aspect of their business: customer satisfaction.

Kho & Patel can provide valuable business solutions for your company as you provide sound money management for your clients. Our financial services professionals are experienced, on the forefront of industry trends, and able to provide specialized expertise for financial services clients, including mortgage banks, credit unions, broker/dealers, investment firms, and finance companies. Our success depends on your success. For financial services enterprises in all stages, we provide services and advice to meet your unique needs.

Our services include:

  • Business valuations
  • Due diligence for loan purchases
  • Employee benefit services
  • Financial forecasts and projections
  • Financial statements: audits, reviews, compilations, and agreed-upon procedures
  • Internal control attest and assurance procedures
  • Loan documentation reviews
  • Regulatory compliance
  • Tax planning and consulting